WorkRounds
Reordering Jobs in a Round
How to drag jobs into the right order inside a round and what the reorder popup options do.
Use Reorder jobs from the round's row on the Rounds list, or down the right of the round's Details tab when you have it open, when the round is right but the stop order is wrong. The button only appears once the round already has jobs in it.
What The Popup Shows
- Drag list: Each job appears as a draggable row. Move jobs up or down until the route matches the order you want the team to work in.
- How each stop is labelled: Rows follow your Record Labels setting, so they read as the customer name, the address, the reference, or the details you chose under Custom. The job reference is added in brackets either way, so similar stops stay easy to tell apart.
- Show suspended jobs: Suspended jobs are hidden by default so they do not get in the way of the live running order. Turn this on only when you need to account for them deliberately.
What Save Order Changes
- Stores the round order: The saved list becomes the round's internal job order.
- Feeds planning views: Planner grouping uses that stored round order when it is displaying jobs by round.
- Leaves dates alone: Reordering does not move due dates or reschedule jobs.
- Leaves worksheet order alone: If work is already on a worksheet, changing the round order does not rewrite the worksheet sequence for you.
A Practical Way To Use It
Do the reorder after the round has settled into roughly the right membership. If you are still moving jobs in and out constantly, you will end up redoing the route order more often than necessary.
Related articles
- Round Detail View: Useful when you want to review the round before changing the order.
- How Rounds Affect Scheduling and Planning: Explains where this saved order is felt elsewhere.
- Scheduling a Job: Helpful when the issue is the job's schedule rather than its position inside the round.